We Offer Services in Three Bundled Packages
The Foundations Package
Ideal for: Businesses needing to professionalize their back office and prepare for clean tax filings.
Includes the following
- Full accrual accounting
- Monthly "Audit-Ready" close
- A/R and A/P review
- Monthly reporting package
The Growth Package
Ideal for: Scaling companies ($7M+) that need to understand their true margins to make hiring or equipment decisions.
Includes the following:
- Everything in Tier 1, plus:
- Job Cost analysis and ongoing improvement
- Cash flow forecasting
- Weekly reporting and analysis
- Budget assistance
- Budget vs Actual reporting
- Enhanced monthly reporting package
- Quarterly strategy meetings
Exit-Ready Suite
Ideal for: Owners looking to sell, acquire other companies, or transition into absentee ownership within 12-36 months.
Includes the following:
- Everything in Tier 1 and Tier 2, plus,
- EBITDA optimization
- Due diligence preparation
- Fractional CFO leadership
- Quality of Earnings readiness
- Monthly strategy meetings
- Exit Readiness
- CFO advisory
We Don't Just Report the Numbers. We Re-Engineer Them.
Not Just a "Necessary Expense"
If the information you are getting from your finance team is just the standard reports, without any useful or actionable information, then your finance team is just a "necessary expense." We feel that the finance and accounting teams should be at the opposite end of the spectrum, offering deep insights that can be applied to forward-looking decisions to find the "signal in the noise" using data-driven decision-making processes and process automation.
Schedule a 15-Minute Discovery Call
If you would like to speak with one of our fractional CFOs about your business and learn more about what we can do for you and your business, request a 15- minute Discovery Call. We are problem-solvers. Share with us what pain-points you have in your business and we will help you in the next steps toward solving those problems.